Daniel Smyth
Daniel Smyth is a registered investment advisor at Hcr Wealth Advisors, based in Philadelphia, PA, with 4 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 943 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HCR Wealth Advisors' fee for managing your investments is a percentage of the value of your portfolio, ranging from 0.25% to 2.00% per year. The fee is calculated each quarter, based on the value of your investments at that time. There is a $500,000 minimum investment required for this service, but this may be negotiable. Discounts may be offered to family and friends of HCR employees.
Location
1708 Welsh Road, Philadelphia, PA, 19115
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is the Director of Life, LTC and DI Division at Relation Insurance Services, a national insurance brokerage, dedicating full-time hours to this role. He sells various insurance products, including life insurance, disability insurance, long-term care insurance, and annuities, and acts as a broker for other licensed agents. Daniel is also a licensed agent with The Leaders Group, Inc., his broker-dealer, for selling variable life insurance products.
Employment History
Current Registrations
Hcr Wealth Advisors
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
UBS Financial Services INC.Broker
Lincoln Financial Distributors, INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.